Jonathan Garrett

Jonathan is a fixed income research analyst at Brown Advisory. His responsibilities include developing sector views and analyzing individual holdings for credit quality. Prior to joining Brown Advisory, he was an associate credit research analyst at US Bancorp Asset Management responsible for credit research within the municipal sector. Prior to that, Jonathan was an associate analyst in Moody's Public Finance Group.

Katherine Ahlgren

Katherine is a private client relationship associate at Brown Advisory in the Boston Office. She is responsible for supporting relationships with high-net-worth individuals and families. Prior to joining the firm, Katherine graduated from Carleton College with a major in Mathematics and a minor in Public Policy. She previously worked as a Client Service Summer Analyst at Brown Advisory.

Stephanie Strickland

Stephanie is the client service relationship advisor at our San Francisco office. With over 20 years of client service experience, she offers assistance to individuals, families, and institutions. Before joining Brown Advisory, Stephanie worked as a Client Service Specialist at Osborne Partners, a comprehensive Wealth Management firm.

Stephanie's finance career has included a range of roles, from serving as a trader on the trade desk to engaging in financial planning, ensuring compliance, and managing client operations.

Jim Iacoi, J.D.

Jim serves as a Senior Relationship Associate on the Client Service Team in the Boston office, where he delivers personalized service and cultivates strong partnerships with families, endowments, and foundations. Before joining the firm, Jim was part of the client advisor services team at SCS Financial in Boston, working closely with both high-net-worth families and OCIO clients. He earned his undergraduate degree from Providence College and recently completed his Juris Doctorate degree, with a concentration in Estate Planning and Taxation, at New England School of Law in May 2024.

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